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GENY

Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY

Delisted

GENY was delisted on the 13th of October, 2023.

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1 hedge funds and large institutions have $13.7K invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% less funds holding

Funds holding: 16 → 1 (-15)

100% less capital invested

Capital invested by funds: $20M → $13.7K (-$20M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 15

Holders
1
Holders Change
-15
Holders Change %
-93.75%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$78

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$657K
3
Jane Street
Jane Street
New York
-$360K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$252K
5
LPL Financial
LPL Financial
California
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$13.7K +$78 +2 +0.6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
– -$18.3M -460,167 Closed
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
– -$657K -16,561 Closed
Jane Street
4
Jane Street
New York
– -$360K -9,074 Closed
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
– -$252K -6,341 Closed
LPL Financial
6
LPL Financial
California
– -$218K -5,483 Closed
Osaic Holdings
7
Osaic Holdings
Arizona
– -$69K -1,735 Closed
CIAS
8
Capital Investment Advisory Services
North Carolina
– -$38.6K -973 Closed
GRP
9
Global Retirement Partners
California
– -$28K -725 Closed
CAS
10
Coppell Advisory Solutions
Texas
– -$20.9K -543 Closed
Morgan Stanley
11
Morgan Stanley
New York
– -$12.9K -325 Closed
PA
12
PSI Advisors
Florida
– -$10.1K -253 Closed
IWP
13
IAG Wealth Partners
Wisconsin
– -$7.66K -193 Closed
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
– -$7K -174 Closed
UBS Group
15
UBS Group
Switzerland
– -$6.11K -154 Closed
BFEC
16
Benjamin F. Edwards & Company
Missouri
– -$4K -100 Closed

GENY Hedge Fund Activity: Q4 2023 in Review

1 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q4 2023, worth a combined $13.7K — down 100% from $20M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of GENY and 0 opened new positions — a net loss of 15 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $78. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $18.3M sold.

  • 1 institutional investor held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q4 2023, down from 16 in Q3 2023.
  • Funds reported $13.7K of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q4 2023 and 15 closed out, a net change of -15 holders.
  • The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q4 2023 was IFP Advisors, an estimated $78 added.
  • The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2023.